Fund Administration Staff at CFGI

Washington, District of Columbia, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Private Equity, Financial ServicesIndustries

Skills

Key technologies and capabilities for this role

Fund AdministrationLegal Entity ManagementTax Forms PreparationSS-48832FATCACRSKYCBank Account OpeningDatabase ManagementInvestment Structure Charts

Questions & Answers

Common questions about this position

What is the salary for the Fund Administration Staff position?

This information is not specified in the job description.

Is this a remote position or is there a required office location?

This information is not specified in the job description.

What skills are required for this Fund Administration Staff role?

The position requires strong verbal and written communication skills, attention to detail, and excellent organizational skills to function effectively in a fast-paced, team-oriented environment.

What is the work environment like at CFGI for this role?

The role is in a fast-paced, team-oriented environment where you will work directly with individuals at all levels across various client teams including Fund Management, Partnership Accounting, Equity Management, Tax, Legal and Compliance.

What makes a strong candidate for the Fund Administration Staff position?

Strong candidates will have excellent verbal and written communication skills, keen attention to detail, and superior organizational abilities to thrive in a fast-paced, team-oriented setting while handling fund administration tasks like legal entity management and KYC processes.

CFGI

Financial consulting and interim management services

About CFGI

CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, M&A support, and interim management for positions like Controller or CFO. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.

Boston, MassachusettsHeadquarters

2000Year Founded

BUYOUTCompany Stage

Robotics & Automation, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Professional Development Budget

Flexible Work Hours

Remote Work Options

Wellness Program

Mental Health Support

Paid Sick Leave

Paid Vacation

Paid Holidays

401(k) Company Match

Employee Referral Bonus

Employee Discounts

Company Social Events

Risks

Emerging APAC firms may challenge CFGI's market share despite FloQast partnership.

Integration of PAS Financial Advisory AG may face cultural and operational challenges.

SecurityScorecard partnership could pose cybersecurity risks if not properly managed.

Differentiation

Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.

CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.

CFGI's independence from auditor restrictions allows tailored solutions for complex scenarios.

Upsides

CFGI's partnership with FloQast enhances financial solutions in North America and Europe.

Acquisition of PAS Financial Advisory AG strengthens CFGI's presence in the DACH region.

Growing demand for ESG consulting aligns with CFGI's expertise in compliance and reporting.

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